See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,492 | $159,602-96.6% | $150,045-96.3% | $142,382-96.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 457.34% | 70.24%+387.1pp | 62.55%+394.8pp | 217.08%+240.3pp |
| Employer contribution / active EE | $1,700 | $4,961-65.7% | $4,693-63.8% | $4,299-60.4% |
| Participant deferral / active EE | $2,010 | $8,310-75.8% | $7,997-74.9% | $6,507-69.1% |
| Admin fee / account holder | $6 | $14,846-100.0% | $13,435-100.0% | $12,624-99.9% |